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Who We Are

Who We Are

The team behind RIA has extensive experience in the financial industry. As fiduciaries, our team is dedicated to transparency, diligence, and serving your needs. Our financial planning professionals hold relevant certifications, and our investment team collectively has over 30 years of experience in portfolio management.

Latest Insights

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“Trumpflation” Risks Likely Overstated

With the re-election of President Donald Trump, the worries about tariffs and pro-business policies...

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Trump Tariffs Are Inflationary Claim The Experts

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Yardeni And The Long History Of Prediction Problems

Following President Trump's re-election, the S&P 500 has seen an impressive surge, climbing pas...

Daily Market Commentary
AI Is Steaming To Nvidia’s Benefit

Wall Street's poster child for AI is Nvidia. With an overwhelming market share in AI chip design, N...

Daily Market Commentary
Target And Walmart: Same Business But Different Trends

Yesterday's Commentary shared Walmart's outstanding earnings report and reviewed its surging share ...

Daily Market Commentary
Walmart Shares: Great Fundamentals But At A Frothy Price

Walmart's (WMT) shares opened higher as its earnings report surpassed expectations. EPS and revenue...